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Nippon Coke & Engineering (3315) · FactWorsenedLatest Governance (2026-06-29): "Cited as achieved"

Sales concentration on NIPPON STEEL & SUMITOMO METAL CORPORATION

First written in FY2016. 5 of 12 entries say "Worsened", first in FY2018. Latest entry: 2026-06-29.

12entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017WorsenedFY2018 – FY2019MitigatedFY2020 – FY2022WorsenedFY2023 – FY20242016: 120162017: 120172018: 120182019: 120192020: 120202021: 120212022: 120222023: 120232024: 120242025: 120252026: 22026
Same theme, other companies
Concentration of sales and capital relationships involving Nippon SteelA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-06-29Cited as achievedGovernance

    「日本製鉄および住友商事は当社の主要な取引先であり、当社の業績は両社の動向に影響を受けますが、両社からの事業上の制約はなく、当社の意思決定は当社独自の判断で行っており、独立性は確保されていると認識しております。」

    日本製鉄が筆頭株主であり主要な取引先であること、当連結会計年度の日本製鉄向け製品等の販売額が34,776百万円であることを開示している。販売比率の新たな数値は示されていないため、販売集中度の変化は記録しない。
  2. FY2026WorsenedAnnual report

    「Sales to NIPPON STEEL CORPORATION during the consolidated fiscal year amounted to ¥34,776 million, accounting for 38.1% of total sales.」

    The sales ratio for NIPPON STEEL CORPORATION rose from 30.3% in the previous fiscal year to 38.1%, increasing sales concentration again.
  3. FY2025MitigatedAnnual report

    「Sales to NIPPON STEEL CORPORATION during the consolidated fiscal year amounted to ¥29,961 million, accounting for 30.3% of total sales.」

    The sales ratio for NIPPON STEEL CORPORATION declined from 35.4% in the previous fiscal year to 30.3%, easing sales concentration. However, it remained the largest customer.
  4. FY2024WorsenedAnnual report

    「NIPPON STEEL CORPORATION 47,812 35.4」

    Sales to NIPPON STEEL CORPORATION amounted to ¥47,812 million, or 35.4% of total sales, up from 14.3% in the previous fiscal year. Sales concentration increased substantially again.
  5. FY2023WorsenedAnnual report

    「NIPPON STEEL CORPORATION 24,938 14.3」

    The sales ratio for NIPPON STEEL CORPORATION rose from 7.3% in the previous fiscal year to 14.3%, and sales concentration increased again to some extent.
  6. FY2022MitigatedAnnual report

    「双日ジェクト株式会社 15,944 12.8 SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.) 15,860 12.7 NIPPON STEEL CORPORATION 9,138 7.3」

    The sales ratios of major customers declined from 17.3% to 12.7% for SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.) and from 10.0% to 7.3% for NIPPON STEEL CORPORATION. 双日ジェクト became the largest at 12.8%, and sales concentration was more diversified than in the previous fiscal year.
  7. FY2021MitigatedAnnual report

    「Sales to NIPPON STEEL CORPORATION during the consolidated fiscal year amounted to ¥8,754 million, accounting for 10.0% of total sales.」

    The sales ratio for NIPPON STEEL CORPORATION declined from 28.4% in the previous fiscal year to 10.0%. The primary concentration of sales shifted from NIPPON STEEL CORPORATION to SUMITOMO CORPORATION (SUMITOMO SHOJI KAISHA,LTD.), whose share rose to 17.3%.
  8. FY2020MitigatedAnnual report

    「Sales to NIPPON STEEL CORPORATION during the consolidated fiscal year amounted to ¥30,533 million, accounting for 28.4% of total sales.」

    The sales ratio for NIPPON STEEL CORPORATION declined from 37.2% in the previous fiscal year to 28.4%, easing sales concentration. However, it remained the largest customer.
  9. FY2019WorsenedAnnual report

    「Sales to NIPPON STEEL & SUMITOMO METAL CORPORATION during the consolidated fiscal year amounted to ¥45,071 million, accounting for 37.2% of total sales.」

    The sales ratio for NIPPON STEEL & SUMITOMO METAL CORPORATION rose from 35.9% in the previous fiscal year to 37.2%, further increasing sales concentration.
  10. FY2018WorsenedAnnual report

    「Sales to NIPPON STEEL & SUMITOMO METAL CORPORATION during the consolidated fiscal year amounted to ¥39,579 million, accounting for 35.9% of total sales.」

    Sales to NIPPON STEEL & SUMITOMO METAL CORPORATION amounted to ¥39,579 million, or 35.9% of total sales, up from 30.8% in the previous fiscal year.
  11. FY2017RestatedAnnual report

    「Sales to NIPPON STEEL & SUMITOMO METAL CORPORATION during the consolidated fiscal year amounted to ¥27,438 million, accounting for 30.8% of total sales.」

    Sales to NIPPON STEEL & SUMITOMO METAL CORPORATION amounted to ¥27,438 million, or 30.8% of total sales, slightly down from 31.1% in the previous fiscal year, but it remained the largest customer.
  12. FY2016First statedAnnual report

    「Sales to NIPPON STEEL & SUMITOMO METAL CORPORATION during the consolidated fiscal year amounted to ¥28,772 million, accounting for 31.1% of total sales.」

    NIPPON STEEL & SUMITOMO METAL CORPORATION is identified as the largest customer and a major shareholder.
Moved together

"Financial covenants in loan agreements and funding risk" moved the same way as this thread, in the same document, in 6 of its 12 moves.

654433★123456
  1. ★This thread
  2. 1Financial covenants in loan agreements and funding risk6×
  3. 2Reduction of interest-bearing debt and reliance on borrowings5×
  4. 3Dependence on the coke business4×
  5. 4Consideration of a long-term capital investment strategy4×
  6. 5Strengthening the competitiveness of the coke business and safe, stable operations3×
  7. 6Strengthening the business foundation and expanding earnings in the Chemical Machinery Business3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Nippon Coke & Engineering's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Governance of 2026-06-29: "Cited as achieved".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Sales concentration on NIPPON STEEL & SUMITOMO METAL CORPORATION | NIPPON COKE & ENGINEERING COMPANY,LIMITED (3315) | Komori